Donor Advisor definition

Donor Advisor means, collectively, the Primary Advisor and any Joint Advisor designated under the Account Opening Form to enjoy the donor advisory privileges with respect to the Fund.
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Donor Advisor. 2: Joint Advisor optional
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Examples of Donor Advisor in a sentence

  • This fee may be changed from time to time with 60 days advance notice to the Donor Advisor.

  • The Foundation cannot make distributions to fulfill any pledge, obligation, or membership, or to support any activity from which a Donor, Advisor or related party will receive a benefit.

  • Each currently serving Donor Advisor has full investment recommendation privileges over the fund.

  • Each currently serving Donor Advisor has full grant recommendation privileges over the fund.

  • In the event that any term or provision is held to be valid or unenforceable, or in the event that any term or provision shall be found to be inconsistent with any policy of the Community Foundation, the Donor, Advisor, and the Community Foundation shall promptly meet to negotiate substitute terms and provisions for those found to be invalid, unenforceable, or inconsistent.

  • Donors are not automatically granted Donor Advisor status; please use this section to name the Advisors to the Fund.

  • In the event there is no properly designated Donor Advisor or Successor Donor Advisor to the Fund, and no other designation has been made in Addendum II, any remaining balance shall be transferred to the Unrestricted Charitable Fund of the East Texas Communities Foundation.

  • While both Donor Advisors are serving, (please select one of the two options below) The Fund Succession Plan may be changed by either Donor Advisor.

  • You may request that portions of your fund be administered in any or all of the following ways upon the death, incapacity or resignation of the fund’s last acting Donor Advisor by selecting one or more of the following succession options.

  • Each named Donor Advisor has the individual authority to act unilaterally in recommending grants from the Fund, or in making changes to the Fund, including annual investment elections, the Fund name, and naming additional advisors or successor advisors, in accordance with the Guidelines.

Related to Donor Advisor

  • Consultant means any person, including an advisor, engaged by the Company or a Parent or Subsidiary to render services to such entity.

  • Sub-consultant means an entity to whom the Consultant intends to subcontract any part of the Services while the Consultant remains responsible to the Procuring Entity during the whole performance of the Contract.

  • Advisor or “ADVISORS” means the Person or Persons, if any, appointed, employed or contracted with by the Company pursuant to Section 8.1 hereof and responsible for directing or performing the day-to-day business affairs of the Company, including any Person to whom the Advisor subcontracts all or substantially all of such functions.